Candidates About

 

Michael d. O’brien

Professional Experience

Eaton Vance Investment Managers, Boston, MA                                                                                                                                                                                                                                                                                                                          Jan. 2016 – May 2017

Senior Business Analyst (contracted thru Whitridge Associates)

Conduct business analysis, functional documentation, and quality assurance testing for various initiatives within the Investment Technology group.

§  Serve as a PACE business analyst for an “Investment Book of Record” project including enhancements to a number of data warehouse import and export procedures.

§  Perform data mapping and gap analysis of proposed inbound custody vendor data files with the existing data warehouse.

§  Design, document, and implement test plans for various stages of the SDLC, including development, UAT, and production.

§  Provide continuous support and advocacy for business users and stakeholders.  

 

John Hancock Long-term Care Insurance, Boston, MA                                                                                                                                                                                                                                                                                        May 2012 – Dec. 2015

Senior Business Consultant

As part of the Measurements, Metrics, & Reporting team, identifying data elements required to calculate KPIs for claims processing.

§  Performed normalization and analysis of data drawn from multiple SQL Server databases.

§  Designed, built and tested various data extraction processes utilizing SQLCMD to compile daily reports for various business units within the claims processing group.

§  Provided continuous support for the entire claims processing business unit for reporting and data analysis.

§  Gathered business requirements and wrote functional specifications for system enhancements requested by these business units.

 

Eaton Vance Investment Managers, Boston, MA                                                                                                                                                                                                                                                                                                                                      Sep. 2011 – Dec. 2011

Business Analyst (contracted thru Black Diamond Networks)

A three month project with the goal of replicating and replacing custodian data extracts sent to mutual fund rating agencies.

§  Gathered business requirements for a new process to deliver month-end holdings extracts to vendors such as Bloomberg, FactSet, Lipper, and Morningstar.

§  Wrote functional specifications based on business requirements and performed data mappings from the Eagle PACE data warehouse to each of the vendor extracts.

§  Created technical specifications in order to facilitate the development and automation of these data extracts.

§  Prepared and conducted use case test plans as part of the quality assurance effort.

 

Centerline Partners LLC., Beverly, MA                                                                                                                                                                                                                                                                                                                                                                                                      Feb. 2011 – Aug. 2011

Business Analyst/Consultant

A multi-phase project with the goal of redesigning the customer web portal for a major pharmacy benefits management organization.

§  Analyzed existing business requirement documentation to identify gaps and prioritize scope items. 

§  Lead elicitation sessions with subject-matter experts and other interested stakeholders in order to capture and validate functional requirements.

§  Created detailed functional requirements documentation based on elicitation and existing business requirements.

§  Reviewed reverse engineering documents and integrated findings with functional requirements documents for existing processes. 

§  Prepared use case diagrams to supplement functional requirement documentation.

§  Conducted validation sessions of functional requirement documentation with senior management, subject matter experts and other business stakeholders.

 

Ameriprise Financial,inc., Boston, MA                                                                                                                                                                                                                                                                                                                                                                                                                                Aug.2010 – Feb. 2011

Lead Business Systems Analyst (contracted thru Gyde Resources)

Data migration effort associated with the divestiture of Bank of America’s Columbia Asset Management division to Ameriprise Financial Inc. 

§  Conducted business systems analysis as part of an enterprise wide data integration effort. 

§  Created functional data requirements documents for user review and approval as well as technical ETL specifications for software development.

§  Coordinated between upstream accounting sources and downstream users to ensure data integrity and completeness.

§  Acted as subject matter expert on multiple accounting data source systems for the development and quality assurance teams.

 

GMO LLC, Boston, MA                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           May. 2006 – Aug. 2010

Senior Business Analyst (contracted thru Orbis Financial Solutions)

Various projects of differing scope and scale all related to the distribution and maintenance of portfolio accounting data.

§  Performed business analysis and prepared functional specification documents in support of ongoing development efforts.

§  Provided client end-users with meaningful and timely resolutions to requests for data analysis.

§  Acted as subject matter expert for portfolio management and accounting data held in the FMC Pacer system.  Key player in all new initiatives involving data import and export from this system.

§  Developed business requirements and logic for position and transactional extracts from the FMC Pacer system for the Eagle PACE data warehouse.

§  Engaged with end-users such as investment operations and fixed income & derivatives trading groups to design and improve trade data flow into and out of the portfolio accounting system.

 

HighVista Stratgies LLC, Boston, MA                                                                                                                                                                                                                                                                                                                                                                                                                                Oct. 2005 – May 2006

Project Manager/Senior Business Analyst (contracted thru Orbis Financial Solutions)

A six-month project aimed at implementing data warehouse solution for a small hedge fund.

§  Provided both project management and business analysis expertise to a hedge fund client implementing a data warehouse and reporting tool.

§  Served as a liaison between the client and Orbis management & development resources in an effort to manage both client expectations and the project timeline.

§  Conducted quality assurance and data reconciliation on position, tax lot, security master, and transaction extracts provided by Morgan Stanley and used to populate the data warehouse.

§  Worked directly with the client user group to identify business requirements and then create & validate detailed functional specifications for development. 

 

Mosiki Development Corp., Boston, MA                                                                                                                                                                                                                                                                                                                                                                                                                              July 2004 – June 2005

Business Analyst/Consultant

Analysis and project management support for multiple clients of DSTs HiNet portfolio management suite.

§  Provided clients with project management and business analysis expertise for short term initiatives and requests for enhancements to existing applications. 

§  Served as an expert resource for a variety of large investment managers primarily in support of portfolio accounting and performance products.

§  Managed development lifecycle for enhancements and new functionality requests to a HiNet query and reporting tool utilizing Unix and Perl.

§  Interacted with clients to gather business requirements and prepare functional specifications for use in new development efforts or enhancements.

§  Assisted clients in understanding and resolving data and programmatic issues regarding DSTs HiNet accounting system.

§  Prepared request for proposals in support of new business development within the existing client network and for potential clients.

 

Advisortech Corporation, Boston, MA                                                                                                                                                                                                                                                                                                                                                                                                                  May 2000 – April 2004

Senior Business Analyst/Product Manager

A venture backed business which provided web-based solutions for registered investment advisors.

§  Managed the development and integration of a proprietary portfolio accounting system into a web-based trading platform.

§  Gathered business requirements, developed functional specifications, prototyped and tested enhancements in support of a proprietary Java-based portfolio management system with an Oracle database.

§  Analyzed, evaluated, and designed business processes in support of the integration of several third party software applications.

§  Calculated, reconciled, and reported quarterly performance numbers for more than 5000 client portfolios representing almost 500 million Euro in assets.

§  Managed project plans and relationships with consulting partners and application service providers.

 

Asset Sciences Inc, Boston, MA                                                                                                                                                                                                                                                                                                                                                                                                                                                                                April 1999 – May 2000

Business Process Analyst

A start-up effort to design, develop, and launch a web portal for personal financial services.

§  Designed preliminary screen flow, site map, and functional specification for personal financial services web site.

§  Detailed business requirements, selected vendors, and negotiated contracts for website content delivered by third parties, including news and market data.

§  Conceptualized, researched, and created detailed process maps and use cases of operational processes for web-based brokerage product.

§  Researched, identified, and executed sales agreements with select fund families in an effort to broaden the product offering.

 

State Street Bank, North Quincy, MA                                                                                                                                                                                                                                                                                                                                                                                                                                  Oct. 1997 – April 1999

Senior Process Engineering Analyst

A large scale project to evaluate and redesign the Global Human Resources department, including ten functional areas and 220 business processes. 

§  Conducted interviews and focus groups with Human Resource staff in order to document current business processes.

§  Analyzed processes to identify non-value-added activities, redundancies, bottlenecks, and cost inefficiencies.

§  Redesigned current processes based on industry research conducted to identify best practices and benchmarks. 

§  Created a knowledge base containing all of Global Human Resources business process activities.

§  Implemented new processes in a concerted effort along with the technological implementation of PeopleSoft.   

 

Education

 

 

Georgetown University, Washington, DC                                                                                                                                                                                                                                                                                                                                                                                                                                                                           May, 1997

Masters of Business Administration, Concentration in Finance

 

Emerson College, Boston, MA                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 May, 1990

Bachelor of Science, Marketing Communication

Lambda Pi Eta National Honor Society

Technical Skills & Licenses

 

 

§  MS Windows and related applications including Word, Excel, Access, Project & Visio

§  Unix, Java, Perl, Visual Basic, SQL

§  NASD Series 7, 6, & 63 (expired)